Avos Capital Management, LLC

RIASEC RegisteredEst. 2021

Total AUM

$298M

Discretionary

$298M

100% of AUM

Avg account

$5.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Darien, Connecticut
CRD number: 313979
Registered since: May 7, 2021
Website: www.avos.co
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI56.1%
Corporations / Businesses35.86%
Pooled Investment Vehicles7.93%
Individuals0.11%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Avos Capital Management, LLC is an SEC-registered investment adviser organized as an LLC and registered in 2021. The firm is classified as a hedge-fund manager and serves both individual & family clients and institutional accounts. Its stated business activities include operating as a CPO/CTA and providing portfolio management across individuals/small businesses, investment companies, pooled investment vehicles, and institutional or business clients. Compensation includes a percentage-of-assets fee schedule plus performance-based fees. The firm does not identify itself as an active ESG investor.